Financial Advisors in Lichfield
Find the best Financial Advisors in Lichfield as recommended by local Lichfield people in thebestof Lichfield's Financial Advisors directory.
I found the Lifestyle Planning fantastic! It put my mind at rest concerning my financial future which is a great comfort! My Adviser, Mark Timmins, was very helpful and friendly …
Nic has arranged our new pensions, life and critical insurance. Very reassuring, full review and fair situation present and future. Real personal service very professional, look forward to ongoing support.
I have had contact with four individuals at Four Oaks for various aspects of finances and business. Without fail the team are knowledgeable, friendly and helpful.
We received clear and professional advice on setting up our pension scheme.
Fantastic service and great to deal with. Nic made the process really simple and understood exactly what we required. Big thumbs up from us and would recommend to everyone.
I suffered a stroke and found myself unable to work full time for the rest of my life. I needed help and turned to Four Oaks Financial Services. They had …
Four Oaks are great IFA's. Listen properly to ensure you get the right advice and product to suit.
We have been clients of Four Oaks Financial Services for many years and have always had consistently great service and excellent financial advice. The biggest accolade for any business is …
Nic recently arranged our mortgage - he did a great job for us and it was very efficient and the least stressful part of our move. Thanks Nic!
All financial matters explained in a clear and precise matter so that they are fully understood. Excellent service and advice.
An independent financial consultancy that offers professional advice with benefits to you and proves your investment is working for you!
I cannot recommend the staff and this company highly enough! Nic and Emily were both fantastic and I would not hesitate to use them again. The service they provided was …
Great advice. Ultra professional and truly independent. Recommended to friends and family and they have not disappointed.
My wife and I were recommended to get mortgage advice from Four Oaks Financial Services, so booked a convenient appointment after work with Nic Whittaker and he even took the …
I visited Four Oaks Financial Services for first time buyer mortgage advice. Nic Whittaker gave me advice providing an excellent and professional service. I would highly recommend to anyone and …
Thanks to Martin we were able to make a claim on insurance that had run out. Martin is friendly, kind, efficient and empathetic in his approach. We can't recommend him …
Excellent service from Caroline we felt at east talking about our personal information with her. Would highly recommend to family and friends.
I would recommend this business. A most warm and friendly group of people working in a contemporary environment, the team were professional and competent especially Caroline Cook who was most …
Extremely helpful, plenty of relevant advice. The visits were extremely valuable - much better than over the phone. Friendly, helpful advice.
Martin has a great team at Four Oaks. Nic was especially good in sorting out our mortgage. Great work, great people - highly recommended.
Martin has reviewed some of my current arrangements for pensions and life cover. He gives very straight forward, sound advice and nothing is too much trouble for him. He has …
Martin Ward of Four Oaks FS has been my financial advisor for over 3 years. He makes the whole confused issue of pensions and investments easy to understand. I have …
Professional, friendly advice, great communication throughout. Nic has helped us restructure our mortgage payments with very little pain and a fairly substantial gain.
We used Nic Whittaker to sort out our mortgage for our first house. He was brilliant especially given that, as a contractor, mortgages applicable to me can be awkward to …
Highly recommended - especially Lynsey. An asset to the company who provided ongoing support. Thanks.
I wouldn’t hesitate to recommend Four Oaks FS to anyone and especially the Lifestyle Planning for those who have any worries about their finances in the future!